Robert Adly Barron
Investment adviser representative at Summit Financial, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$26.3BFirm assets
Are you Robert Adly Barron? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Summit Financial, LLCJan 2026 to now
- Signet Financial Management, LLCMar 2021 to now
- Barron System IntegrationJan 2017 to Nov 2021
- StudentJan 2012 to May 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7498694
- Firm CRD
- 299322